China has been dominating the headlines in recent days... And not in a good way.
Since late last week, worries about slowing growth, financial-system shenanigans, and the potential for an "Asian Contagion" type spillover have whacked global stocks - and have left folks wondering if the Chinese Miracle is over.
But China's kind of like a still-young tech venture: There are going to be reversals, it's going to be volatile, and it's normal to expect this kind of whipsaw market action.
And let me tell you something...
Best Investments 2014: Turn Our Greatest Threat Into Your Biggest Profit
For most of 2013, we've warned about China's ongoing hack attacks on American companies and government agencies. The assaults highlighted the fragility of our current infrastructure networks.
In March, the National Intelligence Estimate (NIE) announced that the U.S. "is the target of a massive, sustained cyber-espionage campaign that is threatening the country's economic competitiveness."...
It also means that cybersecurity companies are going to reap epic profits...
Q&A With Keith: The Real Answers in China Are Never That Simple
As you might imagine, I get a lot of questions about China - it's topical and it's very important to our future.
Most are really just reincarnations of concerns voiced since 1970 when China first began to open up. In that sense, they're really nothing new.
So rather than tackling the same old "they'll never succeed because they're not democratic" or "ghost cities" arguments that seem to incessantly make the rounds, let's frame them in terms of what's in the news lately and dig into the subtleties that escape...
Money Morning Mailbag: Rising Global Energy Demand Is Providing Key Investor Opportunities
Energy companies reported robust third-quarter profits this week in another sign that rising global energy demand is something investors can't afford to ignore.
Exxon Mobil Corp. (NYSE: XOM) reported yesterday (Thursday) its third-quarter net income rose 55% from a year earlier to $7.35 billion, or $1.44 a share - the biggest jump in six years. Royal Dutch Shell PLC (NYSE ADR: RDS.A,...
China Ousts U.S. as Most Attractive Market for Renewable Energy Investing
China for the first time has overtaken the United States as the most attractive country for renewable energy investment, according to a quarterly index ranking released yesterday (Wednesday) by accounting firm Ernst & Young.
As the world's biggest energy consumer, China set a goal to generate 15% of its electricity from renewable sources by 2020 - up from...
Fighting to Feed the Dragon: McDonald's Vs. Yum!
Speed kills. And in the fast food industry, it's imperative.
The speed of service and the ability to quickly adapt menus, packaging and advertising are what makes a market leader. And right now, the speed at which fast food companies make the transition into foreign markets, particularly China, is what matters most of all.
The industry's two biggest players, McDonald's Corp. (NYSE: MCD) and Yum! Brands Inc. (NYSE:
Chinese Real Estate: Four Ways to Profit From the Biggest Urban Migration in History
SHANGHAI, The People's Republic of China - Given what you may have heard about Chinese property values in recent months, it may surprise you to learn that Chinese real estate investors are extremely value oriented.
And so are the institutional investors I've run into during my latest investment-research visit to this country. These institutional players want to lock up some valuable land parcels before 2020. That's the date by which 500 million Chinese citizens are expected to have moved into China's cities as part of...
Pacifying the Panda: U.S. Companies Must Take a New Approach to China
There's no question about what kind of profit opportunities the Chinese market offers. Moreover, the willingness of U.S. companies to partner with China in the pursuit of profit is equally blatant.
So why is it that more U.S. businesses feel less welcome in China now than they did four years ago?
The fact is that in the past four years, China's economy has continued to grow by leaps and bounds, while a humiliating financial collapse and soaring debt have tarnished much of the shine that once adorned the U.S....
Goldman Backs Money Morning Prediction That China's Yuan Will Dethrone the Dollar
Back in May, just after he'd completed his latest investing tour of China, Money Morning Chief Investment Strategist Keith Fitz-Gerald made a bold prediction: China's currency, the yuan, is destined to dethrone the U.S. dollar as the world's chief reserve currency.
Earlier this week, Fitz-Gerald's prediction acquired a powerful new disciple: Goldman Sachs Group Inc. (NYSE:
U.S. China Currency Dispute Heating Up
The heated debate between China and the United States over the value of its currency intensified yesterday (Thursday) when a senior Chinese trade official warned that further appreciation of the yuan could put many of its exporters out of business - something China can't afford.
Those remarks came shortly after a key International Monetary Fund (IMF) official flatly stated that the currency is severely undervalued.
China's Vice Commerce Minister Zhong Shan told The Wall Street Journal...